JAGGER TALENT brief: Job Purpose: To provide an all round financial planning service to clients 45K to 65K based on Revenue Targets / Experience and Qualifications The ideal candidate must be Chartered with experience of working as an IFA. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank ensur...
JAGGER TALENT brief: Job Purpose: To provide an all round financial planning service to clients 45K to 65K based on Revenue Targets / Experience and Qualifications The ideal candidate must be Chartered with experience of working as an IFA. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank e...
Talent2 are currently seeking an Administrator / Secretary to work for a Financial Services organisation based in the city. The role is temporary to permanent, paying £28,000 plus benefits. You will be responsible for supporting the financial planning team and report directly into a senior. Minute taking and audio typing are a large part of the role and therefore an assessment on your skills will be required at interview. ...
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Date: 5 days ago
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Colchester, Essex
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£28,000 - £33,000 per annum, negotiable
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6 applications
Job Title: Paraplanner Reports To: Director/Consultants Our Client a chartered Accountants and Financial Advisors based in Colchester require a Paraplanner E ssential Job Functions: Preparing technical details for the consultant’s client meetings. Obtaining quotations from product providers Providing full research and analysis of products Report writing, including s...
A leading Accountancy and Business Advisory firm employing over 3,000 people throughout the UK are now seeking an experienced Financial Planning Consultant to join their Midlands team and to provide an advice led Financial Planning service to existing HNW clients of the firm and non clients. You will deliver agreed new business objectives and contribute to the growth of the region as part of an integrated service via an Accountancy IFA. The...
Reporting to , it is a senior position, responsible for developing the paraplanning function within the firm as a Centre of Excellence , reflecting the standard and quality of client reports and advice, and helping to drive the company forward 1 Construction of the necessary templates, both in Word and Excel, to ensure standardisation across the fi...
To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers, and / or Senior Client Partners. To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Strong technical knowledge of financial...
To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers, and / or Senior Client Partners. To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Strong technical knowledge of financi...
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Date: Yesterday
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Qatar,
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QAR40,000 - QAR50,000 per annum
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56 applications
Organisation Description A major Qatari Financial Institution are currently seeking an experienced Head of Management Reporting, Planning and Analysis. The ideal candidate will have gained the majority of their experience with a European or US Bank. Job Description Responsibilities: Coordinate and manage the budget, planning and analysis process. ...
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Date: 6 days ago
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Spain,
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Salary negotiable
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3 applications
Private Client Manager Spain (Javea) OTE likely to be C€80,000-100,000 inc a basic of C€50,000 My client is a successful financial planning and tax consultancy with very successful and established operations in Spain. This is a full time role working with the partners in the regions to deal with existing clients of the practice. You will be providing regular reviews and provide top...
We are currently recruiting for a firm of fee-based Chartered Financial Planners who are able to offer the right candidate an established HNW client bank to service. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built. Provide inter office referrals within group to ensure that all financial planning opportunities ...
A world class private client investment management firm require the services of a Paraplanner to join their current set up in Plymouth. As one of the global leaders within the investment management and financial planning space, they have around £30bn of funds under management and mainly operate with private clients, trusts and charities. A truly exceptional opportunity for a paraplanner to develop their career within financi...
My client a boutique financial services firm in the heart of London are currently looking for a Financial Planning Technician with a Diploma in Financial Planning, qualification in Taxation (J01) and AF3 or equivalent. Job Purpose: Working alongside the Managing Director taking full responsibility for the client file from data gathering, analysis, production and implementation of the Financial Plan. Key Respon...
801 jobs matching this search were posted in the last week
This regionally established law firm, after recently acquiring an IFA's client bank, are currently on the look out for a consultant in order to expand their financial planning set up whilst servicing all clients. They are currently specialists within the financial planning world in insurance, protection needs, long term care, retirement planning, pensions, investments and mortgages. The ideal candidate will be Diploma qualified or ab...
Ref: 1456 Paraplanner / Client Relationship Central London to £55,000 Opportunity: Technical paraplanning role with client relationship responsibilities. Environment: Boutique financial planning company with a unique wealth management offering. Responsibilities: Take responsibility for a portfolio of clients, managing ongoing relationships, cash flow analysis and forecasting, identify areas for plannin...
Financial Planning Assistant Accountant Location: Yorkshire Drive, Bradford Salary: £18,000- £28,000 dependent on experience and qualifications Hours of work : 35 Hours (Monday to Friday 9am - 5pm) Closing Date: 24th May 2013 As the UK’s second largest Building Society, the Yorkshire has gone through a peri...
A specialist financial services group which has provided financial advice and investment management for over 40 years to a wide range of clients is seeking a consummate professional financial planning advisor to provide a first-class service to their existing and prospective clients. The nature of this role requires both technical and relationship management skills. Working on a proactive basis, you will meet specified financial plan...
A leading fashion retailer require a Group Reporting Manager for a maternity cover contract based in Dorset. This is a qualified position and requires someone to start immediately. Manages the consolidation and delivery of all Group management reporting, increasing level of insight provided. Supports, as required, the Group Planning Manager, with the Group budgeting and re-forecasting processes given historic position and insight...
A global media brand are looking for a qualified Financial Planning Analyst to join their central London office As part of the London team you will report to the Financial Controller for the division and will be an integral part of the global business. Your key objective in this role will be to give a consolidated overview of the EMEA profit centers, including cash-flow and long range budget plans Key responsibilit...
We are currently recruiting for a firm of fee-based Chartered Financial Planners who are able to offer the right candidate an established HNW client bank to service. Principal Accountabilities: Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built. Provide inter office referrals within group to ensure that all financial planning opportunities ...
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Date: 1 week ago
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Reigate, Surrey
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£50,000 - £54,000 per annum, inc benefits
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3 applications
Financial Planning and Analysis Manager: A Financial Planning and Analysis Manager is required to manage the support and to drive the Business via analysis and interpretation of business results, for this global organisation. You will present consistent, accurate, and timely management information and effectively communicate this to the senior management team. As Financial Planning and Analysis Manager you will be responsible for th...
Job Description To support company Reporting and Financial Planning cycles, accurate delivery of weekly and monthly reporting. Support the FP&R Finance Manager in the delivery of Period end process and reporting , annual budget forecasting and strategic planning process, cost support for Central Costs, weekly & monthly company reporting. Experience of company planning and budgetry pr...
A leading Asset Management firm are seeking a Financial Planning Consultant in Cuckfield. The successful candidate will provide financial advice and investment management services whilst building long-term relationships based on trust and high levels of service. Main Duties: - Accurately assess client’s needs by: seeking out and providing financial solutions, goal based planning and effe...
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Date: 9 May
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Reigate, Surrey
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£50,000 - £54,000 per annum, inc benefits
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5 applications
Financial Planning and Analysis Manager: A Financial Planning and Analysis Manager is required to manage the support and to drive the Business via analysis and interpretation of business results, for this global organisation. You will present consistent, accurate, and timely management information and effectively communicate this to the senior management team. As Financial Planning and Analysis Manager you will be responsible for th...
A Retirement Solutions Consultant is required to join a Financial Services organisation in Farnborough. The successful candidate will provide compliant accurate advice on Pension Maturities, in line with internal standards and procedures. Main Duties: • Review of client’s pensions to advise on the best maturity options. • Analysis to take account of annuity rates and other retireme...
